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All comment and opinions

Comment: Wounding Wall Street is not the answer

Comment: Wounding Wall Street is not the answer

Fri, 22/01/2010 - 00:46

Tim Roberts, fund manager at Cavendish Asset Management and a specialist in the North American market, comments on President Obama’s threat of a “Glass-Steagall” type of separation, which would separate the activities of deposit-taking banks from investment banking. »

Comment: Strong potential for global income stocks

Comment: Strong potential for global income stocks

Thu, 21/01/2010 - 06:00

Bloxham fund manager Pramit Ghose (pictured) is bullish for 2010 and predicts possible double digit total returns as potential for global income stocks rise. »

Comment: Outlook for the Asia ex-Japan equity market in 2010

Comment: Outlook for the Asia ex-Japan equity market in 2010

Tue, 19/01/2010 - 12:09

Hiroshi Yoh, CIO at Tokio Marine Asset Management (London), the Japanese and Asian equities specialist, reveals his outlook for Asia ex-Japan equities in 2010. »

Comment: 2010 investment trends in government securities

Comment: 2010 investment trends in government securities

Thu, 14/01/2010 - 06:00

Tim Haywood, Investment Director at Augustus Asset Managers Ltd (a subsidiary of GAM), investment advisor to three of the four Julius Baer Absolute Return Bond Funds, examines the outlook for investments in government securities. »

Comment: Hedge funds in the firing line as insider trading storm grows

Comment: Hedge funds in the firing line as insider trading storm grows

Mon, 11/01/2010 - 06:00

Charges are stacking up against Raj Rajaratnam, founder of the Galleon hedge fund group who is accused of making at least USD36m in profits through deals that depended upon inside information. »

Comment: Sugar price rises will continue in 2010

Comment: Sugar price rises will continue in 2010

Mon, 04/01/2010 - 06:00

Toby Cohen, analyst at Czarnikow Group, one of the UK’s oldest sugar traders, says the fundamental factors behind the doubling of the sugar price in 2009 (12c/lb to more than 25c/lb) will continue in 2010 as under-investment in production will continue to limit supply and put pressure on price. »

Comment: Currency volatility set for dramatic increase

Comment: Currency volatility set for dramatic increase

Mon, 21/12/2009 - 06:00

Jerry Haworth, director and co-founder of 36 South, the global macro/volatility hedge fund, says currency volatility is about to explode as Central Banks continue to keep an iron grip on interest rates in response to the global financial crisis. »

Comment: Developing a successful fund management business in the era of the investor

Comment: Developing a successful fund management business in the era of the investor

Fri, 18/12/2009 - 06:00

David Morrissey (pictured), New Business Development, Europe and the Middle East, SEI’s investment manager services division, looks back on 2009, 'the era of the investor', and what's next for 2010. »

Comment: Flexibility is required in the face of recovery risks for 2010

Comment: Flexibility is required in the face of recovery risks for 2010

Wed, 16/12/2009 - 06:00

Alan Brown, Chief Investment Officer (pictured) and Keith Wade, Chief Economist, Schroders, share their views on the potential factors that could derail the global economic recovery and argue the case for greater portfolio diversification. »

Comment: The Bank Payroll Tax – beyond the banks?

Comment: The Bank Payroll Tax – beyond the banks?

Tue, 15/12/2009 - 06:01

Jonathan Denton, partner in law firm Mishcon de Reya’s Finance and Banking Group, examines the implications of the UK Chancellor’s proposed “bank payroll tax”. »

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